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Funil de Vendas + IRIS KashFlow Integrations

How to connect Funil de Vendas + IRIS KashFlow

Zapier lets you send info between Funil de Vendas and IRIS KashFlow automatically—no code required.

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Supported triggers and actions

What does this mean?
  • Funil de Vendas triggers, actions, and search
    Create Opportunity
    Creates an Opportunity
    Action
    Write
  • IRIS KashFlow triggers, actions, and search
    Get Customer List
    Triggers when user tries to search customers whose code or name or code matches with given string.
    Trigger
    Scheduled
  • IRIS KashFlow triggers, actions, and search
    Get Invoice List
    Triggers when users searches based on invoice number or customer reference number.
    Trigger
    Scheduled
  • IRIS KashFlow triggers, actions, and search
    Add Payment
    Adds payment to existing invoice from your KashFlow Account
    Action
    Write
  • IRIS KashFlow triggers, actions, and search
    Create/Update Customer
    Create/Update Customer for Kashflow
    Action
    Write
  • IRIS KashFlow triggers, actions, and search
    Create Invoice
    Creating invoice for KashFlow
    Action
    Write
  • IRIS KashFlow triggers, actions, and search
    Search Customer
    Search a latest customer from KashFlow account whose email/code/name matches given string.
    Action
    Search
  • IRIS KashFlow triggers, actions, and search
    Search Invoice
    Gets a latest Invoice from KashFlow account whose invoice number or customer reference number matches given string.
    Action
    Search

How Funil de Vendas + IRIS KashFlow Integrations Work

  1. Step 1: Authenticate Funil de Vendas + IRIS KashFlow.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Funil de Vendas

Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.

Related categories

  • CRM (Customer Relationship Management)
iris-kashflow logo
iris-kashflow logo
iris-kashflow logo

About IRIS KashFlow

IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.
Learn More

Related categories

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